In the last 5-day Ein55 class in July 2018, a student submitted homework on a portfolio of giant property stocks in Hong Kong including Wharf Holdings (HKEX: 0004). The major shareholder is another giant stock, Wheelock & Co (HKEX: 0020) which … [Continue reading]
Acquisition of Undervalue Property Stock (Wheelock Properties) by Parents / Grandparents
Food Chain of Stock Market (弱肉强食)
In the nature, there is always a food chain, only those fittest ones could survive in each position. Sharks could swallow small fishes which eat little shrimps. Similarly, in the food chain of stock market, institutional investors (big … [Continue reading]
Key Learning Points from Ein55 PA Course on Personal Action
Learning the best stock trading or investing methods is still insufficient. One has to take personal actions with systematic strategy, aligning to own personality. Ein55 graduates learned from Mentor James Hon on PA course #4: Personal Action. Here … [Continue reading]
Century Investment Opportunity in US China Trade War
The US China trade war has become real and escalating to a bigger scale with time. As a result, global stock markets suffer, including China Shanghai index is at low optimism < 25%. US is the only major economy which still has bullish stock market … [Continue reading]
5 Strategies in Property Stock Investing
Property stocks are usually highly cyclic as it is subjected to political economy (eg. government cooling measures), project duration (TOP) and economy cycles (demand vs supply). At the same time, property market has gradual growth of about 2-4% over … [Continue reading]
Recovery of Singapore Property Market
Singapore property price has recovered steadily, current Optimism (1 Jul 2018) is 59%, comparing with last quarter results of 50% optimism on 1 Apr 2018. If the same strong rates of recovery continue, especially with speculation of property market … [Continue reading]
Crisis Stock Investing – Buy Low Sell High (Not Buy Low Sell Lower)
Crisis stock investing is attractive to buy low sell high with potential huge capital gains when share prices recover one day. Here are a few general rules to follow: 1) Capital allocation less than 10% (striker position in a portfolio) … [Continue reading]
Singapore Car COE (Cat A) at Low Optmism
A smart investor may buy Singapore car COE similar to investing. COE price in Singapore has been bearish in Singapore over the past few years, although one could not "short" at COE but it is possible to wait to buy low for car/COE. Existing car owner … [Continue reading]
4 Positions of Economy vs Stock Market
Economy (master) and stock market (dog) is similar to master walks the dog, now dog is behind the master who is walking faster. When both master and dog are slow, then it will be a concern, regardless who is ahead There are 2 relative … [Continue reading]
High Probability Investing with Optimism Strategies
When most people feel that it is the best time of economy and stock market, then the chances of stock market crash or global financial crisis would be high. Let's look back the past market peaks in years 2000 (before dot com bubble) and 2007 (before … [Continue reading]